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Microsoft SharePoint + Zoho CRM

Create new Zoho CRM module entries from new Microsoft SharePoint list items

Simplify your workflow with this seamless integration between Microsoft SharePoint and Zoho CRM. Whenever a new item is added to a list in Microsoft SharePoint, this workflow will concurrently generate a module entry in Zoho CRM. This interaction allows you to efficiently manage data across both platforms, eliminating the need for manual data transfer and ensuring your sales pipeline remains up-to-date and accurate.

Simplify your workflow with this seamless integration between Microsoft SharePoint and Zoho CRM. Whenever a new item is added to a list in Microsoft SharePoint, this workflow will concurrently generate a module entry in Zoho CRM. This interaction allows you to efficiently manage data across both platforms, eliminating the need for manual data transfer and ensuring your sales pipeline remains up-to-date and accurate.

  1. When this happens...
    Microsoft SharePointMicrosoft SharePoint
    New List Item

    Triggers when a new item is created in a list.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
    • SiteRequired

    • ListRequired

    Trigger
    Scheduled
    Try It
    • Site

    • ListRequired

    Trigger
    Scheduled
    Try It
    • Site

    • Folder

    Trigger
    Scheduled
    Try It
    • Info

    • Site

    • FilterRequired

    Trigger
    Scheduled
    Try It
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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Learn moreHelp

Related categories

  • Microsoft
  • Team Collaboration
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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